Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,352,244
shares
|
$224 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
227,084
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
205,662
shares
|
$13.8 Million
3.87% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
155,132
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
94,377
shares
|
$6.32 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
90,394
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
87,085
shares
|
$5.83 Million
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
70,626
shares
|
$4.73 Million
0.0% of portfolio
|
Q3 2024
Added 239.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
61,372
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
57,145
shares
|
$3.83 Million
1.4% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
48,285
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Added 419.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,257
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
41,376
shares
|
$2.77 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
40,280
shares
|
$2.7 Million
1.62% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
38,142
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
36,864
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
32,509
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
31,191
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 35.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
28,472
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
28,209
shares
|
$1.89 Million
0.58% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
25,813
shares
|
$1.73 Million
0.13% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
25,749
shares
|
$1.72 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
20,130
shares
|
$1.35 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
20,076
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
18,154
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2024
Added 11.21%
|